Job Description
Paraplanning Administrator
£30,000 per annum
Hybrid
Location: Ipswich
Staffing Innovations are seeking a technical support administrator to sit between admin and paraplanning. Salary: £30k+.
The ideal candidate will have CII exam passes and a minimum of 2 years' experience within a financial planning environment.
This is a full-time role based in Ipswich.
Are you looking to work for a company expanding via acquisition?
Join a bespoke firm in financial planning with over 30 years of experience. The organisation is expanding its team and offering opportunities for internal growth and career progression.
You should have a passion for delivering high-quality work within set time frames and the ability to confidently engage with clients.
The Role:
* Maintaining client files
* Implementing recommendations
* Preparing for client reviews
* General office administration duties
The Person:
* Experience in financial planning is essential
* CII Diploma qualification or equivalent
* Experience with Intelliflo, Quilter, Transact, or similar software is desirable
If you are seeking a career opportunity and want to be part of a successful team, please send your updated CV in Word format to the Team at Staffing Innovations Ltd.
Keywords: Financial, Planning, Administrator, Tax, Investment, Management, Intelliflo, Quilter, Transact, Paraplanner, CII Diploma, Ipswich
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